RHETX Mutual Fund
RHETX Mutual Fund
NAV$19.33
TER0.47%
Holdings26
See how much of RHETX you already own
RHETX Mutual Fund
NAV$19.33
American Funds 2030 Target Date Retirement Fund Class R-5E
TER0.47%
Holdings26
See how much of RHETX you already own
RHETX Mutual Fund Overlap Analysis
RHETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RHETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, RHETX may share significant positions with broad-market funds.
RHETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RHETX tax-loss harvesting finds highly correlated but non-identical funds.